Trust Investment Advisors - Private Banker

Role - Private Banker

Job Location - Mumbai, Delhi, Kolkata, Hyderabad, Bangalore, Chennai

Work Experience (highlight) :

- Above 8 years of experience in financial markets, with exposure in Wealth boutiques/ Private banking.

Core Purpose of the Role:

Client Engagement:

- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs

- Enhancement of portfolio size and wallet share of existing customers with strict adherence to compliance

- Partner with customers to understand their business needs and objectives

- Effectively communicate the organizations value proposition through proposals and presentations

- Provide regular value-added engagement with client

- Generating Revenue and Business Development

- Drive and Monitor Revenue and Volume Targets

- Ensure optimal Product Penetration including fee based advisory

- Monitor and Drive consistent business with Clients

- Maintain the Market Mapping for each client

- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.

- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client